Creating a Payment Transaction

To create a new payment for a customer that is not linked to a particular job:

From the customer's Billing History tab, click New Transaction. The Charge tab of the Add Transaction dialog box appears.
Click the Payment tab.

If necessary, adjust the transaction date from the Enter Transaction Date calendar box.
Select the type of the payment from the Select Payment Type drop-down list. Depending on what value you select from the Payment method drop-down list, additional fields appear. For example, if you select the Credit Card method, the Credit Card Number, Card Type, and Expiration fields appear.
Type a description of the payment into the Enter Payment Detail field.
Type the amount of the payment in the Enter Payment Amount field.
If you are integrated with a General Ledger program, select the appropriate Accounting account to which this payment should be exported from the Accounting File drop-down list.
If applicable, select the check box corresponding to the invoice(s) to which the payment should be added. If you do not select any invoices, the payment will be added to the customer's Billing History as an unapplied payment.

Tip!

Tip:
You can control which invoices appear here by clicking on the Open, Closed, All, and Filter for Invoice # tabs. In addition, you can view the invoice by selecting an invoice and clicking View Invoice.

If you'd like, you can type a note for the payment in the Notes field.
When complete, click Save & Close. If you'd like to enter a new Transaction, click Save & New.

Tip!

Tip:
You can add payments for multiple customers at once by clicking Save & New and selecting a new customer from the Select Customer drop-down list. Useful if you are entering a large number of payments at once.

Once you've created the payment, it will appear on the customer's Billing History tab as an invoice (if you selected an invoice in step eight) or as an unapplied payment. You can then apply this payment to a job in the Completion Wizard (if not using Advanced Billing) or by selecting an invoice for this payment at a later date.

Note that once created, payment transactions cannot be edited. If you need to make a correction, you can enter an adjustment.

If you are using Profiles, the payment you enter here will be associated with the customer's default profile, as defined on the Detail tab.